See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,136 | $131,829-33.1% | $108,579-18.8% | $273,961-67.8% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 7.86% | -91.57%+99.4pp | -51.70%+59.6pp | 41.45%-33.6pp |
| Employer contribution / active EE | $963 | $4,912-80.4% | $3,758-74.4% | $4,869-80.2% |
| Participant deferral / active EE | $3,700 | $5,127-27.8% | $4,311-14.2% | $5,287-30.0% |
| Admin fee / account holder | $992 | $10,252-90.3% | $7,645-87.0% | $10,132-90.2% |